BKM Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

BKM Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$362K	Buy	517 +177	+52%	+$124K	0.12%	123
2026 Q2	$234K	Sell	340 -144	-30%	-$96K	0.08%	139
2026 Q1	$289K	Buy	484 +8	+2%	+$5K	0.11%	126
2025 Q4	$299K	Hold	476	–	–	0.11%	126
2025 Q3	$291K	Buy	+476	New	+$281K	0.11%	127
2024 Q1	–	Sell	-3,868	Closed	-$1.69M	–	550
2023 Q4	$1.69M	Buy	+3,868	New	+$1.58M	0.72%	32

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

BKM Wealth Management's VOO Position: Q3 2026 in Review

BKM Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 52% in Q3 2026, buying an estimated $124K and bringing the position to 517 shares worth $362K. The position accounts for 0.12% of the portfolio, ranked #123.

BKM Wealth Management first reported a position in VOO in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.69M in Q4 2023. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

BKM Wealth Management held 517 shares of Vanguard S&P 500 ETF worth $362K as of Q3 2026.
BKM Wealth Management bought 177 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $124K.
Vanguard S&P 500 ETF made up 0.12% of BKM Wealth Management's portfolio in Q3 2026, its #123 holding.
BKM Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 6 quarters since.
BKM Wealth Management's Vanguard S&P 500 ETF position peaked at $1.69M in Q4 2023.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.